Put Clio Manage to workacross your business

Yes. MindCloud can integrate Clio Manage with our 3,100+ supported apps, including ERPs, accounting systems, CRMs, databases, warehouses, ecommerce platforms, spreadsheets, and the tools your team already uses day to day.

If Clio Manage needs to share data with another system, there is almost always a way to connect them.

We commonly find Clio Manage integrated with Google Sheets, Gmail, Slack, Google Calendar and many others.

Both. MindCloud can read data out of Clio Manage and change records where the connector supports writes, such as Matter, Task, Activity Description, Activity Rate, and Calendar Entry.

It can also look up read-only records like Activities, Activity, Activity Descriptions, Activity Rates, and Allocations, so workflows can use that accounting context without implying every object is writable.

MindCloud can create and update matters, tasks, and person contacts. You can also create calendar entries, matter notes, time entries, activities, activity descriptions, and activity rates.

For reporting and lookups, MindCloud retrieves contacts, calendars, notes, allocations, matter stages, and activity data to feed downstream workflows.

MindCloud can create matters with initial details, then update them as your workflow progresses.

It creates and updates tasks tied to matters or standalone, and creates matter notes to log activity and decisions.

This lets you automate routine matter setup and task assignment without manual entry.

MindCloud creates calendar entries in Clio Manage and generates time entries and activity records automatically.

It can define activity descriptions and rates once, then reuse them across multiple time entries, eliminating duplicate setup and ensuring consistent billing data.

MindCloud creates and updates person contacts in Clio Manage, then associates them with matters using matter contact records.

It retrieves existing matter contacts and contact email/phone lists to verify relationships before syncing, preventing duplicate contacts and keeping contact records current.

MindCloud runs on an enterprise-ready integration platform called Gravity. Gravity is a low-code workflow builder that connects your applications together and moves data between them on a schedule, in real time, or on demand.

The Clio Manage connector is one of Gravity's pre-built integrations, so you simply plug in Clio Manage and start building rather than wiring up the API yourself.

Not unless you want to. You can build it yourself in Gravity, our low-code platform: connect Clio Manage and the other app, choose your actions, and run it, with no code required.

Prefer to have it done for you? MindCloud also offers full-service builds. Talk to our team.

Pick the workflow you want to automate, connect Clio Manage and the other apps involved, and build your first flow in Gravity.

Want it built for you instead? Talk to our team.